Monthly Archives: January 2016
The High Yield Market Repricing: An Opportunity
Markets across asset classes and across the world have been in a seemingly free fall since 2016 began, with equities domestically and internationally, oil/commodities, and high yield bonds, among others, all facing big declines, all while US Treasury bond and …
Posted in Peritus
The Equity Alternative
Three weeks ago, we posted a market commentary arguing that the run for equities was over, as we saw little in the way of catalysts ahead (High Yield vs. Equities—Is This the End of the Run for Equities?). In the …
Posted in Peritus
The Pricing Issue in High Yield
I talk with many professionals in the asset management business each week. There have been a few recurring questions: where is the bottom in high yield and what is causing this downturn? Let me explain. As per what has caused …
Posted in Peritus